Strata Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History
Strata Wealth Advisors, LLC
- $319 Billion
- Q4 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 41,470 shares of SHY stock, worth $3.42 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
41,470
Previous 41,105
0.89%
Holding current value
$3.42 Million
Previous $3.42 Billion
0.53%
% of portfolio
1.07%
Previous 1.1%
Shares
7 transactions
Others Institutions Holding SHY
# of Institutions
1,289Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.84 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$951 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$761 Million2.21% of portfolio